…‘cyclical’ impact, but do not structurally affect a company’s future stream of free cash,” Herro continues. “As such, these events often do not have long-term fundamental impacts on business value….
Search Results for: value
What Do Former World Series Hero Joe Carter And Warren Buffett Have In Common?
…but see something different than the masses.” Reese looks at how Warren Buffett thinks differently than the crowd when it comes to growth and value investing. While others look at…
Hawkins & Cates: M&A Limiting Value Opportunities
Top fund managers O. Mason Hawkins and G. Staley Cates say a rise in merger & acquisition activity has made it harder to find attractive value stocks. But they remain…
Nygren: This Is Why Investors (Mistakenly) Think Valuations Are Dangerous
…Secondly, Nygren says, “Many of the stocks that now have low P/Es on expected earnings are financials, and after their role in the crisis, many investors, including many value investors,…
Arnott Talks Indexing, And Why Wall Street Hates Math
…weights index components using companies’ economic attributes — sales, dividends, profits, and book value. His research shows that such an approach adds 2 percentage points per year vs. market-cap-weighted indices…
Think Like a Contrarian with the Dreman Strategy
…overvalue the “best” stocks — those “hot” stocks everyone seems to be buying — and undervalue the “worst” stocks — those that people are avoiding like the plague, like Altria…
O'Shaughnessy: Data Says Stay Away From Glamour
…usually lead to big trouble. In a recent CNBC interview, O’Shaughnessy talks about how stocks that were cheapest based on a composite of value factors far outperformed the market from…
Which Value Metric Is Best?
Which valuation metric is best? In his latest for Canada’s Globe and Mail, Validea CEO John Reese looks at just that question, weighing the pros and cons of several popular…
How To Buy Growth Stocks Like Martin Zweig Did
…selling at bargain prices; that is, they target value stocks. But that doesn’t mean that all of my gurus were cemented on the value side of the growth/value pendulum. In…
How An Unknown Accountant Proved Quality And Value Are A Perfect Pair
Stock investing is often thought of as a glamorous endeavor. “It’s supposed to be well-coiffed men in finely tailored suits — guys who know what the next big thing will…